See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,353 | $198,466-77.1% | $170,442-73.4% | $147,584-69.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.41% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,216 | $6,184-80.3% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $2,455 | $5,629-56.4% | $4,939-50.3% | $5,439-54.9% |
| Admin fee / account holder | $476 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |